Unclaimed
Eric Grafnitz is a financial advisor registered with Wealth Enhancement Advisory Services, LLC and has been in the industry since 2005. Eric is licensed to provide investment advice and securities services in Minnesota. Eric is a registered representative with LPL Financial. Eric is a financial professional who focuses on providing financial planning and investment advice to individuals, families, and businesses. Eric also offers investment advice for pension and profit-sharing plans. Eric is a registered representative with Wealth Enhancement Brokerage Services, LLC and is a member of the Wealth Enhancement Group. Eric is also a registered representative with LPL Financial, a national independent broker-dealer.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
09/30/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
GA
09/15/2020 - 09/18/2020
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
09/15/2020 - 09/18/2020
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
09/15/2020 - 09/18/2020
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
09/15/2020 - 09/18/2020
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
10/23/2018 - 07/03/2019
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
AZ
11/19/2007 - 03/23/2009
EDWARD JONES (TEMPE AZ)
MN
04/20/2005 - 05/17/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/20/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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